| | Sat, Dec 6th, 2025, 9:14UTC |
| | |
Assessment - United States in Pound sterling - 6/16/08 - RS = 39
⇐
| |
|
instrument |
freshest |
⇓ Δday |
6/16/08 |
⇓ Δwk |
9/17/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 500 |
2,744.285 |
8/12/24 |
|
698.417 |
|
735.611 |
-37.194 |
-5.06 |
|
-2.18 |
| |  |
 |
 |
 |
L |
 |
3M |
63.344 |
8/12/24 |
-0.65 |
38.614 |
|
44.302 |
-5.687 |
-12.84 |
|
-6.95 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
55.354 |
8/12/24 |
-0.84 |
13.949 |
|
12.950 |
0.999 |
7.72 |
|
3.10 |
| |  |
 |
 |
 |
|
 |
AbbVie |
97.655 |
8/12/24 |
0.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Adobe |
272.627 |
8/12/24 |
-1.00 |
22.003 |
|
21.451 |
0.552 |
2.57 |
|
10.87 |
| |  |
 |
 |
 |
L |
 |
Adtalem |
36.694 |
8/12/24 |
-0.85 |
30.804 |
|
17.510 |
13.294 |
75.92 |
|
40.07 |
| |  |
 |
 |
 |
L |
 |
AES |
8.580 |
8/12/24 |
0.30 |
10.331 |
|
9.052 |
1.280 |
14.14 |
|
5.64 |
| |  |
 |
 |
 |
|
 |
Airbnb |
58.343 |
8/12/24 |
-1.27 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
17.762 |
8/12/24 |
-0.26 |
2.394 |
|
2.997 |
-0.604 |
-20.14 |
|
-17.84 |
| |  |
 |
 |
 |
L |
 |
Alphabet A |
83.334 |
8/12/24 |
-0.84 |
7.376 |
|
6.562 |
0.814 |
12.40 |
|
6.90 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
84.187 |
8/12/24 |
-0.87 |
7.326 |
|
6.518 |
0.808 |
12.40 |
|
6.90 |
| |  |
 |
 |
 |
L |
 |
Altria |
25.834 |
8/12/24 |
-0.24 |
10.578 |
|
11.100 |
-0.522 |
-4.70 |
|
-9.36 |
| |  |
 |
 |
 |
|
 |
Altus Power |
1.510 |
8/12/24 |
-6.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Amazon.com |
85.650 |
8/12/24 |
-0.08 |
2.098 |
|
2.165 |
-0.067 |
-3.10 |
|
6.66 |
| |  |
 |
 |
 |
|
 |
AMD |
70.230 |
8/12/24 |
1.86 |
3.959 |
|
6.396 |
-2.437 |
-38.11 |
|
-10.00 |
| |  |
 |
 |
 |
L |
 |
AEP |
49.880 |
8/12/24 |
-0.40 |
22.065 |
|
22.397 |
-0.333 |
-1.49 |
|
-1.22 |
| |  |
 |
 |
 |
|
 |
AIG |
36.771 |
8/12/24 |
-0.62 |
349.275 |
|
647.312 |
-298.037 |
-46.04 |
|
-34.87 |
| |  |
 |
 |
 |
S |
 |
Align Technology |
109.666 |
8/12/24 |
-0.63 |
6.290 |
|
11.757 |
-5.466 |
-46.50 |
|
-22.31 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
4.935 |
8/12/24 |
-2.54 |
1.597 |
|
14.526 |
-12.929 |
-89.01 |
|
-76.07 |
| |  |
 |
 |
 |
|
 |
American Express |
121.723 |
8/12/24 |
-0.34 |
22.943 |
|
28.993 |
-6.050 |
-20.87 |
|
-11.66 |
| |  |
 |
 |
 |
L |
 |
American Water |
73.203 |
8/12/24 |
0.20 |
11.682 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Amgen |
164.316 |
8/12/24 |
-0.77 |
22.588 |
|
27.628 |
-5.040 |
-18.24 |
|
-7.57 |
| |  |
 |
 |
 |
L |
 |
Analog Devices |
108.901 |
8/12/24 |
0.36 |
17.587 |
|
17.540 |
0.047 |
0.27 |
|
7.87 |
| |  |
 |
 |
 |
|
 |
Ansys |
160.881 |
8/12/24 |
0.69 |
24.149 |
|
16.918 |
7.232 |
42.75 |
|
37.69 |
| |  |
 |
 |
 |
L |
 |
Apple |
111.699 |
8/12/24 |
0.71 |
3.243 |
|
2.462 |
0.781 |
31.70 |
|
20.88 |
| |
|
instrument |
freshest |
⇓ Δday |
6/16/08 |
⇓ Δwk |
9/17/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Applied Materials |
99.150 |
8/12/24 |
1.00 |
10.675 |
|
10.118 |
0.558 |
5.51 |
|
9.81 |
| |  |
 |
 |
 |
L |
 |
Array Tech |
3.610 |
8/12/24 |
-0.99 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
AstraZeneca |
42.373 |
8/12/24 |
1.64 |
10.586 |
|
11.779 |
-1.193 |
-10.13 |
|
-5.36 |
| |  |
 |
 |
 |
L |
 |
AT&T |
9.977 |
8/12/24 |
-0.31 |
18.573 |
|
19.926 |
-1.354 |
-6.79 |
|
-4.36 |
| |  |
 |
 |
 |
S |
 |
Atlassian |
72.171 |
8/12/24 |
-0.62 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Autodesk |
123.017 |
8/12/24 |
-0.36 |
20.170 |
|
23.518 |
-3.348 |
-14.24 |
|
-3.80 |
| |  |
 |
 |
 |
|
 |
Automatic Data |
133.055 |
8/12/24 |
-1.17 |
22.198 |
|
22.093 |
0.105 |
0.47 |
|
0.56 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
42.676 |
8/12/24 |
-4.43 |
6.526 |
|
10.561 |
-4.035 |
-38.20 |
|
-15.32 |
| |  |
 |
 |
 |
|
 |
Baker Hughes |
18.049 |
8/12/24 |
0.23 |
44.052 |
|
42.717 |
1.335 |
3.12 |
|
11.11 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
19.600 |
8/12/24 |
-0.29 |
15.569 |
|
24.664 |
-9.095 |
-36.88 |
|
-27.00 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
32.488 |
8/12/24 |
-0.80 |
21.515 |
|
21.147 |
0.368 |
1.74 |
|
-2.73 |
| |  |
 |
 |
 |
S |
 |
Baxter |
18.963 |
8/12/24 |
-0.59 |
17.290 |
|
14.707 |
2.583 |
17.57 |
|
10.12 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
221.000 |
8/12/24 |
-0.30 |
43.113 |
|
39.330 |
3.783 |
9.62 |
|
3.10 |
| |  |
 |
 |
 |
L |
 |
Biogen |
103.232 |
8/12/24 |
-0.48 |
30.594 |
|
32.131 |
-1.538 |
-4.79 |
|
-1.00 |
| |  |
 |
 |
 |
L |
 |
Bloom Energy |
5.720 |
8/12/24 |
-3.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Boeing |
84.279 |
8/12/24 |
-2.25 |
38.522 |
|
49.139 |
-10.617 |
-21.61 |
|
-12.76 |
| |  |
 |
 |
 |
|
 |
Booking |
1,765.981 |
8/12/24 |
-0.11 |
65.537 |
|
43.325 |
22.211 |
51.27 |
|
37.41 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
24.165 |
8/12/24 |
0.73 |
10.301 |
|
13.988 |
-3.688 |
-26.36 |
|
-19.95 |
| |  |
 |
 |
 |
|
 |
Broadcom |
76.315 |
8/12/24 |
0.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
50.681 |
8/12/24 |
0.20 |
30.779 |
|
25.287 |
5.492 |
21.72 |
|
16.50 |
| |  |
 |
 |
 |
|
 |
Cadence |
136.917 |
8/12/24 |
-1.29 |
5.551 |
|
10.955 |
-5.404 |
-49.33 |
|
-25.65 |
| |  |
 |
 |
 |
L |
 |
California Water |
26.871 |
8/12/24 |
-0.42 |
9.420 |
|
9.971 |
-0.551 |
-5.52 |
|
-0.48 |
| |  |
 |
 |
 |
|
 |
Capital One |
67.842 |
8/12/24 |
-1.56 |
23.436 |
|
32.500 |
-9.064 |
-27.89 |
|
-15.15 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
172.548 |
8/12/24 |
-0.66 |
41.546 |
|
36.710 |
4.837 |
13.18 |
|
10.36 |
| |  |
 |
 |
 |
|
 |
CDW |
108.911 |
8/12/24 |
-0.76 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
6/16/08 |
⇓ Δwk |
9/17/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Charter Comm |
180.111 |
8/12/24 |
-3.75 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Chevron |
74.466 |
8/12/24 |
0.02 |
51.087 |
|
45.298 |
5.789 |
12.78 |
|
15.40 |
| |  |
 |
 |
 |
|
 |
Cintas |
390.062 |
8/12/24 |
0.53 |
13.269 |
|
17.874 |
-4.606 |
-25.77 |
|
-16.57 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
23.035 |
8/12/24 |
-1.34 |
13.489 |
|
15.692 |
-2.203 |
-14.04 |
|
-1.23 |
| |  |
 |
 |
 |
|
 |
Citigroup |
29.700 |
8/12/24 |
|
106.960 |
|
229.304 |
-122.344 |
-53.35 |
|
-31.52 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
35.005 |
8/12/24 |
-0.74 |
13.910 |
|
13.769 |
0.141 |
1.03 |
|
-3.60 |
| |  |
 |
 |
 |
S |
 |
Cognizant |
37.557 |
8/12/24 |
-1.72 |
9.194 |
|
8.963 |
0.231 |
2.58 |
|
9.61 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
52.006 |
8/12/24 |
-0.77 |
18.701 |
|
16.997 |
1.704 |
10.02 |
|
2.79 |
| |  |
 |
 |
 |
S |
 |
Comcast |
19.785 |
8/12/24 |
-1.41 |
5.464 |
|
6.200 |
-0.736 |
-11.87 |
|
2.17 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
56.499 |
8/12/24 |
2.04 |
37.558 |
|
32.642 |
4.916 |
15.06 |
|
18.30 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
52.345 |
8/12/24 |
0.91 |
20.694 |
|
22.950 |
-2.257 |
-9.83 |
|
-6.80 |
| |  |
 |
 |
 |
|
 |
Constellation Energy |
96.192 |
8/12/24 |
-1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Copart |
25.808 |
8/12/24 |
-1.43 |
1.524 |
|
0.913 |
0.612 |
66.99 |
|
36.39 |
| |  |
 |
 |
 |
S |
 |
CoStar |
36.987 |
8/12/24 |
-2.50 |
2.565 |
|
2.562 |
0.003 |
0.13 |
|
6.97 |
| |  |
 |
 |
 |
L |
 |
Costco |
443.434 |
8/12/24 |
1.01 |
36.160 |
|
29.646 |
6.514 |
21.97 |
|
12.27 |
| |  |
 |
 |
 |
|
 |
CrowdStrike |
122.898 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
CSX |
17.202 |
8/12/24 |
-1.47 |
3.716 |
|
2.162 |
1.554 |
71.87 |
|
40.71 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
28.658 |
8/12/24 |
-2.28 |
21.859 |
|
18.631 |
3.228 |
17.33 |
|
12.34 |
| |  |
 |
 |
 |
|
 |
Datadog |
57.593 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Deckers Outdoor |
471.537 |
8/12/24 |
3.15 |
22.979 |
|
16.059 |
6.920 |
43.09 |
|
19.05 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
20.057 |
8/12/24 |
-0.61 |
2.855 |
|
8.543 |
-5.688 |
-66.58 |
|
-56.58 |
| |  |
 |
 |
 |
|
 |
Devon Energy |
23.276 |
8/12/24 |
0.91 |
59.801 |
|
39.823 |
19.978 |
50.17 |
|
33.09 |
| |  |
 |
 |
 |
|
 |
DexCom |
36.596 |
8/12/24 |
2.16 |
1.004 |
|
1.173 |
-0.169 |
-14.43 |
|
3.40 |
| |  |
 |
 |
 |
|
 |
Diamondback Energy |
103.360 |
8/12/24 |
0.76 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Dollar Tree |
48.217 |
8/12/24 |
-1.21 |
6.338 |
|
6.845 |
-0.507 |
-7.40 |
|
19.11 |
| |
|
instrument |
freshest |
⇓ Δday |
6/16/08 |
⇓ Δwk |
9/17/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
28.098 |
8/12/24 |
0.46 |
23.872 |
|
21.194 |
2.678 |
12.63 |
|
9.23 |
| |  |
 |
 |
 |
|
 |
DoorDash |
63.693 |
8/12/24 |
0.19 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Dow |
26.814 |
8/12/24 |
-0.84 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
DuPont |
40.222 |
8/12/24 |
-0.25 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
58.214 |
8/12/24 |
0.62 |
28.036 |
|
27.723 |
0.314 |
1.13 |
|
0.43 |
| |  |
 |
 |
 |
L |
 |
eBay |
28.658 |
8/12/24 |
-1.26 |
6.192 |
|
7.823 |
-1.631 |
-20.85 |
|
-7.13 |
| |  |
 |
 |
 |
|
 |
Edison International |
42.317 |
8/12/24 |
0.52 |
26.855 |
|
27.454 |
-0.598 |
-2.18 |
|
0.35 |
| |  |
 |
 |
 |
|
 |
Electronic Arts |
74.923 |
8/12/24 |
-0.47 |
24.103 |
|
27.867 |
-3.764 |
-13.51 |
|
-6.85 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
454.119 |
8/12/24 |
-0.82 |
24.570 |
|
27.872 |
-3.302 |
-11.85 |
|
-7.15 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
52.925 |
8/12/24 |
-0.60 |
28.771 |
|
23.996 |
4.774 |
19.90 |
|
11.43 |
| |  |
 |
 |
 |
|
 |
Encompass Health |
44.602 |
8/12/24 |
1.33 |
9.838 |
|
8.524 |
1.315 |
15.43 |
|
7.79 |
| |  |
 |
 |
 |
|
 |
Energy Recovery |
8.524 |
8/12/24 |
-0.30 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Enphase Energy |
56.027 |
8/12/24 |
1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Exelon |
18.948 |
8/12/24 |
-0.54 |
45.762 |
|
37.248 |
8.515 |
22.86 |
|
16.28 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
61.162 |
8/12/24 |
0.03 |
22.650 |
|
21.321 |
1.329 |
6.23 |
|
1.01 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
61.105 |
8/12/24 |
0.13 |
45.182 |
|
44.466 |
0.716 |
1.61 |
|
2.86 |
| |  |
 |
 |
 |
|
 |
Fastenal |
33.741 |
8/12/24 |
-1.02 |
6.294 |
|
5.329 |
0.965 |
18.11 |
|
15.75 |
| |  |
 |
 |
 |
S |
 |
FedEx |
143.340 |
8/12/24 |
0.63 |
44.175 |
|
53.856 |
-9.681 |
-17.98 |
|
-9.21 |
| |  |
 |
 |
 |
L |
 |
First Solar |
112.572 |
8/12/24 |
3.51 |
137.728 |
|
56.068 |
81.660 |
145.64 |
|
72.72 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
21.669 |
8/12/24 |
0.55 |
40.956 |
|
31.195 |
9.761 |
31.29 |
|
19.17 |
| |  |
 |
 |
 |
|
 |
Fiserv |
82.723 |
8/12/24 |
-0.30 |
6.466 |
|
5.903 |
0.563 |
9.54 |
|
0.65 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
5.063 |
8/12/24 |
-2.38 |
3.338 |
|
4.125 |
-0.787 |
-19.08 |
|
-8.53 |
| |  |
 |
 |
 |
S |
 |
Fortinet |
36.129 |
8/12/24 |
0.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Fox A |
19.939 |
8/12/24 |
-1.27 |
9.140 |
|
10.332 |
-1.192 |
-11.53 |
|
-8.39 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
21.341 |
8/12/24 |
1.24 |
32.006 |
|
24.178 |
7.827 |
32.37 |
|
30.78 |
| |
|
instrument |
freshest |
⇓ Δday |
6/16/08 |
⇓ Δwk |
9/17/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
FuelCell Energy |
0.226 |
8/12/24 |
-1.61 |
563.441 |
|
715.201 |
-151.760 |
-21.22 |
|
-7.45 |
| |  |
 |
 |
 |
|
 |
GE HealthCare |
42.296 |
8/12/24 |
-1.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
General Dynamics |
149.528 |
8/12/24 |
-0.61 |
44.211 |
|
40.092 |
4.119 |
10.27 |
|
4.81 |
| |  |
 |
 |
 |
|
 |
General Electric |
85.686 |
8/12/24 |
-0.16 |
119.006 |
|
160.129 |
-41.123 |
-25.68 |
|
-18.06 |
| |  |
 |
 |
 |
L |
 |
General Motors |
22.075 |
8/12/24 |
-1.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
37.480 |
8/12/24 |
-0.91 |
13.949 |
|
9.273 |
4.676 |
50.42 |
|
26.77 |
| |  |
 |
 |
 |
|
 |
GlobalFoundries |
22.198 |
8/12/24 |
-1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
249.299 |
8/12/24 |
-0.97 |
93.501 |
|
93.460 |
0.041 |
0.04 |
|
-3.36 |
| |  |
 |
 |
 |
L |
 |
Hannon Armstrong SIC |
15.512 |
8/12/24 |
-1.63 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Halliburton |
16.113 |
8/12/24 |
1.23 |
25.053 |
|
18.302 |
6.751 |
36.88 |
|
32.18 |
| |  |
 |
 |
 |
L |
 |
HP |
17.346 |
8/12/24 |
0.72 |
11.095 |
|
11.117 |
-0.022 |
-0.20 |
|
2.80 |
| |  |
 |
 |
 |
|
 |
Home Depot |
177.570 |
8/12/24 |
-0.81 |
14.121 |
|
17.625 |
-3.504 |
-19.88 |
|
-6.81 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
101.049 |
8/12/24 |
-0.73 |
28.848 |
|
28.066 |
0.781 |
2.78 |
|
-0.29 |
| |  |
 |
 |
 |
|
 |
IBM |
97.296 |
8/12/24 |
-1.03 |
65.064 |
|
57.050 |
8.015 |
14.05 |
|
16.14 |
| |  |
 |
 |
 |
|
 |
IDEXX Labs |
246.439 |
8/12/24 |
-0.60 |
13.171 |
|
28.363 |
-15.192 |
-53.56 |
|
-24.50 |
| |  |
 |
 |
 |
S |
 |
Illumina |
63.950 |
8/12/24 |
0.79 |
20.732 |
|
13.234 |
7.498 |
56.66 |
|
44.20 |
| |  |
 |
 |
 |
S |
 |
Intel |
9.941 |
8/12/24 |
-1.78 |
11.738 |
|
12.379 |
-0.641 |
-5.18 |
|
-0.16 |
| |  |
 |
 |
 |
|
 |
Interface |
8.375 |
8/12/24 |
-0.79 |
6.994 |
|
8.439 |
-1.445 |
-17.12 |
|
-14.28 |
| |  |
 |
 |
 |
|
 |
Intuit |
322.168 |
8/12/24 |
-0.44 |
15.364 |
|
14.138 |
1.226 |
8.67 |
|
5.94 |
| |  |
 |
 |
 |
|
 |
Intuitive Surgical |
239.044 |
8/12/24 |
0.46 |
16.005 |
|
11.762 |
4.244 |
36.08 |
|
16.24 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
83.581 |
8/12/24 |
-0.20 |
17.536 |
|
13.525 |
4.011 |
29.65 |
|
22.44 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
105.876 |
8/12/24 |
0.19 |
20.509 |
|
22.562 |
-2.053 |
-9.10 |
|
-7.37 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
82.097 |
8/12/24 |
-0.46 |
33.808 |
|
31.354 |
2.454 |
7.83 |
|
5.06 |
| |  |
 |
 |
 |
|
 |
Kadant |
149.066 |
8/12/24 |
-1.48 |
12.606 |
|
14.661 |
-2.055 |
-14.02 |
|
-10.25 |
| |  |
 |
 |
 |
|
 |
Keurig Dr Pepper |
17.869 |
8/12/24 |
0.69 |
12.175 |
|
|
|
|
|
31.19 |
| |
|
instrument |
freshest |
⇓ Δday |
6/16/08 |
⇓ Δwk |
9/17/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Kirby |
59.827 |
8/12/24 |
-0.14 |
25.962 |
|
19.727 |
6.235 |
31.60 |
|
15.05 |
| |  |
 |
 |
 |
|
 |
KLA-Tencor |
388.988 |
8/12/24 |
1.44 |
21.967 |
|
28.047 |
-6.079 |
-21.68 |
|
-8.34 |
| |  |
 |
 |
 |
S |
 |
Kraft Heinz |
17.546 |
8/12/24 |
-3.12 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Lam Research |
416.383 |
8/12/24 |
0.37 |
18.840 |
|
26.806 |
-7.966 |
-29.72 |
|
-16.24 |
| |  |
 |
 |
 |
|
 |
Landstar System |
95.052 |
8/12/24 |
-1.04 |
28.047 |
|
21.262 |
6.785 |
31.91 |
|
23.62 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
285.967 |
8/12/24 |
0.97 |
52.658 |
|
49.522 |
3.136 |
6.33 |
|
1.56 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
118.652 |
8/12/24 |
-2.02 |
12.349 |
|
15.323 |
-2.974 |
-19.41 |
|
-3.02 |
| |  |
 |
 |
 |
L |
 |
LTC Properties |
18.434 |
8/12/24 |
-0.22 |
14.198 |
|
11.433 |
2.765 |
24.19 |
|
18.18 |
| |  |
 |
 |
 |
|
 |
Marriott |
110.236 |
8/12/24 |
-1.51 |
15.302 |
|
21.361 |
-6.059 |
-28.37 |
|
-17.76 |
| |  |
 |
 |
 |
|
 |
Marsh & McLennan |
111.607 |
8/12/24 |
-1.23 |
13.736 |
|
12.255 |
1.481 |
12.09 |
|
3.60 |
| |  |
 |
 |
 |
|
 |
Marvell Tech |
31.071 |
8/12/24 |
-0.08 |
8.971 |
|
7.941 |
1.030 |
12.97 |
|
25.64 |
| |  |
 |
 |
 |
|
 |
Mastercard |
233.992 |
8/12/24 |
-0.24 |
15.121 |
|
6.811 |
8.310 |
122.01 |
|
64.72 |
| |  |
 |
 |
 |
|
 |
Matson |
66.820 |
8/12/24 |
0.73 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
138.365 |
8/12/24 |
0.58 |
30.779 |
|
27.220 |
3.559 |
13.07 |
|
11.94 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
41.690 |
8/12/24 |
-1.04 |
26.327 |
|
27.005 |
-0.679 |
-2.51 |
|
5.26 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
58.271 |
8/12/24 |
-0.93 |
17.977 |
|
24.614 |
-6.637 |
-26.96 |
|
-25.37 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
264.935 |
8/12/24 |
-0.35 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
MetLife |
35.867 |
8/12/24 |
-0.40 |
30.265 |
|
32.102 |
-1.837 |
-5.72 |
|
-2.44 |
| |  |
 |
 |
 |
L |
 |
Micron Technology |
48.597 |
8/12/24 |
1.68 |
3.969 |
|
5.450 |
-1.481 |
-27.17 |
|
-7.58 |
| |  |
 |
 |
 |
|
 |
Microsoft |
208.892 |
8/12/24 |
0.19 |
14.855 |
|
14.310 |
0.546 |
3.81 |
|
-1.61 |
| |  |
 |
 |
 |
|
 |
MillerKnoll |
13.936 |
8/12/24 |
-3.49 |
12.375 |
|
13.430 |
-1.055 |
-7.86 |
|
-10.69 |
| |  |
 |
 |
 |
L |
 |
Moderna |
41.742 |
8/12/24 |
-4.29 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Molina Healthcare |
173.390 |
8/12/24 |
-0.15 |
13.556 |
|
18.218 |
-4.662 |
-25.59 |
|
-14.79 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
35.575 |
8/12/24 |
-0.63 |
10.089 |
|
10.959 |
-0.870 |
-7.93 |
|
-3.89 |
| |  |
 |
 |
 |
S |
 |
MongoDB |
119.319 |
8/12/24 |
-1.08 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
6/16/08 |
⇓ Δwk |
9/17/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
Monster Beverage |
23.564 |
8/12/24 |
-0.37 |
1.614 |
|
2.032 |
-0.418 |
-20.57 |
|
-7.35 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
48.699 |
8/12/24 |
0.13 |
21.715 |
|
32.336 |
-10.620 |
-32.84 |
|
-17.74 |
| |  |
 |
 |
 |
|
 |
Netflix |
325.110 |
8/12/24 |
-0.13 |
2.342 |
|
1.310 |
1.031 |
78.72 |
|
37.85 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
39.836 |
8/12/24 |
0.15 |
8.621 |
|
7.629 |
0.992 |
13.00 |
|
8.91 |
| |  |
 |
 |
 |
|
 |
Nike |
38.327 |
8/12/24 |
0.40 |
8.778 |
|
7.013 |
1.765 |
25.17 |
|
15.00 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
121.789 |
8/12/24 |
-1.02 |
32.725 |
|
24.913 |
7.812 |
31.36 |
|
22.70 |
| |  |
 |
 |
 |
L |
 |
NVidia |
55.981 |
8/12/24 |
4.08 |
0.270 |
|
0.401 |
-0.131 |
-32.67 |
|
-18.99 |
| |  |
 |
 |
 |
|
 |
O'Reilly |
575.657 |
8/12/24 |
-0.30 |
13.351 |
|
16.933 |
-3.582 |
-21.15 |
|
-13.00 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
97.881 |
8/12/24 |
-1.35 |
2.211 |
|
1.993 |
0.218 |
10.94 |
|
11.31 |
| |  |
 |
 |
 |
|
 |
ON Semiconductor |
36.134 |
8/12/24 |
-1.30 |
4.801 |
|
5.734 |
-0.933 |
-16.27 |
|
11.81 |
| |  |
 |
 |
 |
L |
 |
Oracle |
68.078 |
8/12/24 |
0.39 |
11.779 |
|
9.973 |
1.806 |
18.11 |
|
14.38 |
| |  |
 |
 |
 |
L |
 |
Ormat Technologies |
36.822 |
8/12/24 |
-1.10 |
27.621 |
|
21.665 |
5.955 |
27.49 |
|
21.25 |
| |  |
 |
 |
 |
|
 |
Paccar |
47.328 |
8/12/24 |
-0.74 |
24.365 |
|
27.933 |
-3.568 |
-12.77 |
|
-4.43 |
| |  |
 |
 |
 |
|
 |
Palo Alto Networks |
170.016 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Paychex |
63.544 |
8/12/24 |
-0.57 |
17.289 |
|
21.177 |
-3.888 |
-18.36 |
|
-7.81 |
| |  |
 |
 |
 |
|
 |
PayPal |
32.586 |
8/12/24 |
-1.95 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
PepsiCo |
88.022 |
8/12/24 |
-0.56 |
33.911 |
|
34.772 |
-0.861 |
-2.48 |
|
-3.48 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
14.609 |
8/12/24 |
-0.35 |
9.125 |
|
12.021 |
-2.896 |
-24.09 |
|
-19.69 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
59.611 |
8/12/24 |
0.07 |
26.049 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Plug Power |
1.001 |
8/12/24 |
-1.02 |
1.284 |
|
1.360 |
-0.076 |
-5.61 |
|
-17.29 |
| |  |
 |
 |
 |
S |
 |
Potlatch |
20.981 |
8/12/24 |
-1.99 |
24.694 |
|
22.348 |
2.346 |
10.50 |
|
13.25 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
85.655 |
8/12/24 |
-2.19 |
33.839 |
|
33.850 |
-0.011 |
-0.03 |
|
0.48 |
| |  |
 |
 |
 |
L |
 |
PSEG |
41.341 |
8/12/24 |
0.81 |
23.852 |
|
21.536 |
2.316 |
10.75 |
|
6.80 |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
83.642 |
8/12/24 |
-0.97 |
25.438 |
|
19.428 |
6.010 |
30.93 |
|
23.67 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
59.873 |
8/12/24 |
0.39 |
22.259 |
|
23.773 |
-1.514 |
-6.37 |
|
-3.51 |
| |
|
instrument |
freshest |
⇓ Δday |
6/16/08 |
⇓ Δwk |
9/17/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Regeneron |
575.667 |
8/12/24 |
-0.90 |
7.517 |
|
9.286 |
-1.768 |
-19.04 |
|
-21.71 |
| |  |
 |
 |
 |
|
 |
Roper Technologies |
267.050 |
8/12/24 |
-1.27 |
34.763 |
|
30.826 |
3.937 |
12.77 |
|
15.00 |
| |  |
 |
 |
 |
|
 |
Ross Stores |
72.232 |
8/12/24 |
0.74 |
4.867 |
|
3.259 |
1.607 |
49.32 |
|
37.04 |
| |  |
 |
 |
 |
|
 |
Ryder System |
67.698 |
8/12/24 |
-1.29 |
35.456 |
|
25.033 |
10.424 |
41.64 |
|
32.86 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
129.045 |
8/12/24 |
-0.48 |
9.348 |
|
5.695 |
3.653 |
64.14 |
|
42.59 |
| |  |
 |
 |
 |
S |
 |
Shoals Technologies |
2.634 |
8/12/24 |
0.20 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Simon Property |
78.615 |
8/12/24 |
-3.51 |
51.138 |
|
47.405 |
3.733 |
7.88 |
|
9.94 |
| |  |
 |
 |
 |
S |
 |
Sirius XM |
1.530 |
8/12/24 |
-5.10 |
1.345 |
|
1.724 |
-0.378 |
-21.95 |
|
-10.44 |
| |  |
 |
 |
 |
L |
 |
Southern |
44.776 |
8/12/24 |
0.46 |
18.116 |
|
18.093 |
0.023 |
0.13 |
|
0.35 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
13.032 |
8/12/24 |
0.20 |
7.189 |
|
7.278 |
-0.089 |
-1.23 |
|
6.26 |
| |  |
 |
 |
 |
L |
 |
Sprouts |
49.387 |
8/12/24 |
-0.10 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Starbucks |
39.554 |
8/12/24 |
2.58 |
4.711 |
|
6.800 |
-2.089 |
-30.72 |
|
-11.20 |
| |  |
 |
 |
 |
|
 |
Steelcase |
6.311 |
8/12/24 |
-1.76 |
5.977 |
|
8.753 |
-2.776 |
-31.71 |
|
-19.62 |
| |  |
 |
 |
 |
L |
 |
Sunnova Energy |
3.399 |
8/12/24 |
-4.47 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
SunPower |
0.103 |
8/12/24 |
-4.76 |
42.861 |
|
37.193 |
5.668 |
15.24 |
|
5.79 |
| |  |
 |
 |
 |
L |
 |
Sunrun |
8.899 |
8/12/24 |
-3.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Synopsys |
267.446 |
8/12/24 |
-0.74 |
12.899 |
|
12.907 |
-0.009 |
-0.07 |
|
4.15 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
100.105 |
8/12/24 |
0.39 |
20.632 |
|
25.097 |
-4.465 |
-17.79 |
|
-0.40 |
| |  |
 |
 |
 |
L |
 |
Take-Two Interactive |
75.632 |
8/12/24 |
1.71 |
13.556 |
|
8.110 |
5.446 |
67.15 |
|
44.15 |
| |  |
 |
 |
 |
|
 |
Target |
69.331 |
8/12/24 |
-0.35 |
27.261 |
|
31.588 |
-4.327 |
-13.70 |
|
-3.68 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
101.409 |
8/12/24 |
-1.26 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
98.621 |
8/12/24 |
-0.08 |
15.497 |
|
17.226 |
-1.729 |
-10.04 |
|
-4.12 |
| |  |
 |
 |
 |
L |
 |
The Trade Desk |
49.829 |
8/12/24 |
-2.28 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
307.616 |
8/12/24 |
0.48 |
30.450 |
|
27.533 |
2.916 |
10.59 |
|
10.23 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
107.694 |
8/12/24 |
-1.29 |
24.750 |
|
24.659 |
0.091 |
0.37 |
|
-1.95 |
| |
|
instrument |
freshest |
⇓ Δday |
6/16/08 |
⇓ Δwk |
9/17/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
21.294 |
8/12/24 |
-1.43 |
16.113 |
|
16.086 |
0.028 |
0.17 |
|
-0.01 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
35.564 |
8/12/24 |
1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
121.568 |
8/12/24 |
-0.32 |
19.528 |
|
13.824 |
5.704 |
41.26 |
|
26.06 |
| |  |
 |
 |
 |
|
 |
United Airlines |
20.755 |
8/12/24 |
-2.51 |
3.692 |
|
22.362 |
-18.671 |
-83.49 |
|
-72.90 |
| |  |
 |
 |
 |
L |
 |
United Natural Foods |
6.326 |
8/12/24 |
-1.28 |
11.333 |
|
13.281 |
-1.948 |
-14.67 |
|
-3.93 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
290.270 |
8/12/24 |
1.17 |
15.507 |
|
24.883 |
-9.376 |
-37.68 |
|
-31.72 |
| |  |
 |
 |
 |
S |
 |
UPS |
64.114 |
8/12/24 |
-0.76 |
34.958 |
|
37.028 |
-2.070 |
-5.59 |
|
-3.85 |
| |  |
 |
 |
 |
L |
 |
Verisk Analytics |
134.719 |
8/12/24 |
-0.67 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Verizon |
20.812 |
8/12/24 |
-0.54 |
18.609 |
|
21.122 |
-2.513 |
-11.90 |
|
-7.33 |
| |  |
 |
 |
 |
L |
 |
Vertex |
238.521 |
8/12/24 |
-0.84 |
17.197 |
|
19.124 |
-1.928 |
-10.08 |
|
34.04 |
| |  |
 |
 |
 |
|
 |
Visa |
133.451 |
8/12/24 |
0.05 |
10.690 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Walmart |
35.277 |
8/12/24 |
1.10 |
10.152 |
|
7.193 |
2.958 |
41.12 |
|
25.67 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
5.238 |
8/12/24 |
-4.49 |
18.614 |
|
22.462 |
-3.848 |
-17.13 |
|
-3.76 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
44.134 |
8/12/24 |
-0.30 |
17.279 |
|
16.629 |
0.650 |
3.91 |
|
5.68 |
| |  |
 |
 |
 |
|
 |
Warner Bros. Disc |
3.446 |
8/12/24 |
-4.55 |
6.285 |
|
6.882 |
-0.597 |
-8.67 |
|
3.82 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
26.732 |
8/12/24 |
-1.33 |
13.546 |
|
17.764 |
-4.219 |
-23.75 |
|
-14.10 |
| |  |
 |
 |
 |
S |
 |
Workday |
108.125 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
29.793 |
8/12/24 |
0.10 |
10.588 |
|
10.476 |
0.112 |
1.07 |
|
0.32 |
| |  |
 |
 |
 |
S |
 |
Xerox |
4.986 |
8/12/24 |
-2.51 |
27.564 |
|
32.998 |
-5.434 |
-16.47 |
|
-13.06 |
| |  |
 |
 |
 |
|
 |
Zscaler |
88.603 |
8/12/24 |
-1.04 |
|
|
|
|
|
|
-na- |
| USA - 175 out of 219 instruments rated - 6/16/08 / 9/17/07 - 87 did rise, Market-Ratio(39) in GBP = 49.71 % |
| Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions United States in Pound sterling * A39 - 38/36 (1)
|
⇐ |
| |
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | |
| 1/02/06 |
2/25/08 |
784 |
|
- cash - |
| short |
2/25/08 |
3/17/08 |
21 |
 |
 |
 |
Citigroup |
100 |
79 |
|
125.794 |
92.191 |
171.645 |
45.851 |
36 |
13,622 |
22,078 |
|
| long |
3/17/08 |
4/07/08 |
21 |
 |
 |
 |
First Solar |
100 |
142 |
|
95.885 |
134.602 |
|
38.717 |
40 |
19,120 |
36,228 |
|
| short |
4/07/08 |
4/14/08 |
7 |
 |
 |
 |
Citigroup |
100 |
154 |
|
123.414 |
114.395 |
133.145 |
9.731 |
8 |
20,619 |
5,131 |
|
| long |
4/14/08 |
6/16/08 |
63 |
 |
 |
 |
First Solar |
100 |
141 |
|
145.237 |
137.728 |
|
-7.509 |
-5 |
19,560 |
-26 |
|
| short |
6/16/08 |
8/04/08 |
49 |
 |
 |
 |
Delta Air Lines |
100 |
6,851 |
|
2.855 |
4.111 |
1.599 |
-1.256 |
-44 |
10,954 |
-99 |
|
| long |
8/04/08 |
9/01/08 |
28 |
 |
 |
 |
First Solar |
100 |
83 |
|
130.559 |
129.625 |
|
-0.934 |
-1 |
10,877 |
-9 |
|
| short |
9/01/08 |
7/06/09 |
308 |
 |
 |
 |
AIG |
100 |
45 |
|
241.223 |
9.913 |
5,870.090 |
5,628.867 |
2,333 |
264,176 |
4,293 |
|
| long |
7/06/09 |
11/21/11 |
868 |
 |
 |
 |
Avis Budget |
100 |
80,049 |
|
3.300 |
7.885 |
|
4.585 |
139 |
631,163 |
44 |
|
| short |
11/21/11 |
11/28/11 |
7 |
 |
 |
 |
Netflix |
100 |
93,754 |
|
6.732 |
6.468 |
7.007 |
0.275 |
4 |
656,906 |
704 |
|
| long |
11/28/11 |
8/24/15 |
1365 |
 |
 |
 |
Alexion |
100 |
15,041 |
|
43.673 |
105.847 |
|
62.174 |
142 |
1,592,065 |
27 |
|
| short |
8/24/15 |
9/14/15 |
21 |
 |
 |
 |
Keurig Dr Pepper |
100 |
48,961 |
|
32.517 |
38.476 |
26.557 |
-5.960 |
-18 |
1,300,282 |
-97 |
|
| long |
9/14/15 |
9/21/15 |
7 |
 |
 |
 |
JetBlue Airways |
100 |
76,190 |
|
17.066 |
17.303 |
|
0.237 |
1 |
1,318,342 |
105 |
|
| short |
9/21/15 |
10/05/15 |
14 |
 |
 |
 |
Wynn Resorts |
100 |
30,723 |
|
42.910 |
42.830 |
42.990 |
0.080 |
0 |
1,320,797 |
5 |
|
| long |
10/05/15 |
12/14/15 |
70 |
 |
 |
 |
Netflix |
100 |
17,986 |
|
73.431 |
79.718 |
|
6.287 |
9 |
1,433,883 |
53 |
|
| short |
12/14/15 |
12/28/15 |
14 |
 |
 |
 |
SunEdison |
100 |
494,413 |
|
2.900 |
3.690 |
2.110 |
-0.790 |
-27 |
1,043,360 |
-100 |
|
| long |
12/28/15 |
1/11/16 |
14 |
 |
 |
 |
Energy Recovery |
100 |
218,634 |
|
4.772 |
4.256 |
|
-0.516 |
-11 |
930,604 |
-95 |
|
| short |
1/11/16 |
3/07/16 |
56 |
 |
 |
 |
SunEdison |
100 |
405,193 |
|
2.297 |
1.304 |
4.046 |
1.750 |
76 |
1,639,533 |
3,910 |
|
| long |
3/07/16 |
10/29/18 |
966 |
 |
 |
 |
Energy Recovery |
100 |
272,961 |
|
6.006 |
5.505 |
|
-0.501 |
-8 |
1,502,766 |
-3 |
|
| short |
10/29/18 |
11/05/18 |
7 |
 |
 |
 |
Western Digital |
100 |
46,314 |
|
32.447 |
37.136 |
27.758 |
-4.689 |
-14 |
1,285,606 |
-100 |
|
| long |
11/05/18 |
12/24/18 |
49 |
 |
 |
 |
Enphase Energy |
100 |
310,608 |
|
4.139 |
3.647 |
|
-0.492 |
-12 |
1,132,714 |
-61 |
|
| short |
12/24/18 |
12/31/18 |
7 |
 |
 |
 |
United Natural Foods |
100 |
148,426 |
|
7.631 |
8.296 |
6.967 |
-0.665 |
-9 |
1,034,046 |
-99 |
|
| long |
12/31/18 |
3/16/20 |
441 |
 |
 |
 |
Eli Lilly |
100 |
11,406 |
|
90.656 |
105.762 |
|
15.106 |
17 |
1,206,350 |
14 |
|
| short |
3/16/20 |
5/04/20 |
49 |
 |
 |
 |
Occidental Pet |
100 |
122,774 |
|
9.826 |
12.474 |
7.178 |
-2.648 |
-27 |
881,236 |
-90 |
|
| long |
5/04/20 |
5/09/22 |
735 |
 |
 |
 |
Tesla Motors |
100 |
21,606 |
|
40.786 |
212.374 |
|
171.588 |
421 |
4,588,566 |
127 |
|
| short |
5/09/22 |
5/30/22 |
21 |
 |
 |
 |
Netflix |
100 |
32,748 |
|
140.115 |
154.140 |
126.090 |
-14.025 |
-10 |
4,129,263 |
-84 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | | | long |
5/30/22 |
6/13/22 |
14 |
 |
 |
 |
Occidental Pet |
100 |
73,792 |
|
55.958 |
49.134 |
|
-6.824 |
-12 |
3,625,731 |
-97 |
|
| short |
6/13/22 |
8/15/22 |
63 |
 |
 |
 |
Beyond Meat |
100 |
198,249 |
|
18.289 |
29.534 |
7.043 |
-11.245 |
-61 |
1,396,338 |
-100 |
|
| long |
8/15/22 |
8/22/22 |
7 |
 |
 |
 |
Array Tech |
100 |
73,641 |
|
18.961 |
17.412 |
|
-1.549 |
-8 |
1,282,260 |
-99 |
|
| short |
8/22/22 |
11/14/22 |
84 |
 |
 |
 |
Gaia |
100 |
464,505 |
|
2.760 |
2.397 |
3.179 |
0.418 |
15 |
1,476,431 |
85 |
|
| long |
11/14/22 |
12/19/22 |
35 |
 |
 |
 |
First Solar |
100 |
11,304 |
|
130.608 |
128.675 |
|
-1.933 |
-1 |
1,454,576 |
-14 |
|
| short |
12/19/22 |
1/16/23 |
28 |
 |
 |
 |
Tesla Motors |
100 |
11,824 |
|
123.011 |
100.350 |
150.790 |
27.779 |
23 |
1,783,032 |
1,321 |
|
| long |
1/16/23 |
5/15/23 |
119 |
 |
 |
 |
First Solar |
100 |
12,069 |
|
147.729 |
176.773 |
|
29.043 |
20 |
2,133,557 |
73 |
|
| short |
5/15/23 |
5/22/23 |
7 |
 |
 |
 |
Plug Power |
100 |
340,698 |
|
6.262 |
7.106 |
5.419 |
-0.844 |
-13 |
1,846,175 |
-100 |
|
| long |
5/22/23 |
8/12/24 |
448 |
 |
 |
 |
NVidia |
100 |
73,586 |
|
25.089 |
86.238 |
|
61.149 |
244 |
6,345,888 |
173 |
|
| accum | 2/25/08 |
8/12/24 | 6494 |
days out of 7278 invested (89%) |
63,359 |
6,345,888 |
44 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | | | total |
| AIG | short | 9/01/08 | 7/06/09 | 308 | 241.22 | 9.91 | 5,870.09 | 5,628.87 | 2,333.47 | | | 2,333.47 |
| Tesla Motors | long | 5/04/20 | 5/09/22 | 735 | 40.79 | 212.37 | | 171.59 | 420.70 | | | |
| | short | 12/19/22 | 1/16/23 | 28 | 123.01 | 100.35 | 150.79 | 27.78 | 22.58 | | | 538.29 |
| NVidia | long | 5/22/23 | 8/12/24 | 448 | 25.09 | 86.24 | | 61.15 | 243.73 | | | 243.73 |
| Alexion | long | 11/28/11 | 8/24/15 | 1365 | 43.67 | 105.85 | | 62.17 | 142.36 | | | 142.36 |
| Avis Budget | long | 7/06/09 | 11/21/11 | 868 | 3.30 | 7.88 | | 4.58 | 138.92 | | | 138.92 |
| First Solar | long | 3/17/08 | 4/07/08 | 21 | 95.88 | 134.60 | | 38.72 | 40.38 | | | |
| | long | 4/14/08 | 6/16/08 | 63 | 145.24 | 137.73 | | -7.51 | -5.17 | | | |
| | long | 8/04/08 | 9/01/08 | 28 | 130.56 | 129.62 | | -0.93 | -0.72 | | | |
| | long | 11/14/22 | 12/19/22 | 35 | 130.61 | 128.67 | | -1.93 | -1.48 | | | |
| | long | 1/16/23 | 5/15/23 | 119 | 147.73 | 176.77 | | 29.04 | 19.66 | | | 55.81 |
| Citigroup | short | 2/25/08 | 3/17/08 | 21 | 125.79 | 92.19 | 171.64 | 45.85 | 36.45 | | | |
| | short | 4/07/08 | 4/14/08 | 7 | 123.41 | 114.39 | 133.14 | 9.73 | 7.88 | | | 47.21 |
| SunEdison | short | 12/14/15 | 12/28/15 | 14 | 2.90 | 3.69 | 2.11 | -0.79 | -27.24 | | | |
| | short | 1/11/16 | 3/07/16 | 56 | 2.30 | 1.30 | 4.05 | 1.75 | 76.18 | | | 28.20 |
| Eli Lilly | long | 12/31/18 | 3/16/20 | 441 | 90.66 | 105.76 | | 15.11 | 16.66 | | | 16.66 |
| Gaia | short | 8/22/22 | 11/14/22 | 84 | 2.76 | 2.40 | 3.18 | 0.42 | 15.14 | | | 15.14 |
| Netflix | short | 11/21/11 | 11/28/11 | 7 | 6.73 | 6.47 | 7.01 | 0.27 | 4.08 | | | |
| | long | 10/05/15 | 12/14/15 | 70 | 73.43 | 79.72 | | 6.29 | 8.56 | | | |
| | short | 5/09/22 | 5/30/22 | 21 | 140.11 | 154.14 | 126.09 | -14.03 | -10.01 | | | 1.68 |
| JetBlue Airways | long | 9/14/15 | 9/21/15 | 7 | 17.07 | 17.30 | | 0.24 | 1.39 | | | 1.39 |
| Wynn Resorts | short | 9/21/15 | 10/05/15 | 14 | 42.91 | 42.83 | 42.99 | 0.08 | 0.19 | | | 0.19 |
| Array Tech | long | 8/15/22 | 8/22/22 | 7 | 18.96 | 17.41 | | -1.55 | -8.17 | | | -8.17 |
| United Natural Foods | short | 12/24/18 | 12/31/18 | 7 | 7.63 | 8.30 | 6.97 | -0.66 | -8.71 | | | -8.71 |
| Enphase Energy | long | 11/05/18 | 12/24/18 | 49 | 4.14 | 3.65 | | -0.49 | -11.89 | | | -11.89 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | | | total |
| Plug Power | short | 5/15/23 | 5/22/23 | 7 | 6.26 | 7.11 | 5.42 | -0.84 | -13.47 | | | -13.47 |
| Western Digital | short | 10/29/18 | 11/05/18 | 7 | 32.45 | 37.14 | 27.76 | -4.69 | -14.45 | | | -14.45 |
| Energy Recovery | long | 12/28/15 | 1/11/16 | 14 | 4.77 | 4.26 | | -0.52 | -10.81 | | | |
| | long | 3/07/16 | 10/29/18 | 966 | 6.01 | 5.51 | | -0.50 | -8.34 | | | -18.25 |
| Keurig Dr Pepper | short | 8/24/15 | 9/14/15 | 21 | 32.52 | 38.48 | 26.56 | -5.96 | -18.33 | | | -18.33 |
| Occidental Pet | short | 3/16/20 | 5/04/20 | 49 | 9.83 | 12.47 | 7.18 | -2.65 | -26.95 | | | |
| | long | 5/30/22 | 6/13/22 | 14 | 55.96 | 49.13 | | -6.82 | -12.19 | | | -35.86 |
| Delta Air Lines | short | 6/16/08 | 8/04/08 | 49 | 2.85 | 4.11 | 1.60 | -1.26 | -44.00 | | | -44.00 |
| Beyond Meat | short | 6/13/22 | 8/15/22 | 63 | 18.29 | 29.53 | 7.04 | -11.25 | -61.49 | | | -61.49 |
Annotations
| 6/10/24 | NVidia | | | stock split 1:10 (ten for one) |
| 2/26/24 | Walmart | | | stock split 1:3 (three for one) |
| 8/22/23 | Copart | | | stock split 1:2 (two for one) |
| 4/01/23 | Monster Beverage | | | stock split 1:2 (two for one) |
| 11/04/22 | Copart | | | stock split 1:2 (two for one) |
| 8/25/22 | Tesla Motors | | | stock split 1:3 (three for one) |
| 7/18/22 | Alphabet C | | | stock split 1:20 (twenty for one) |
| | Alphabet A | | | stock split 1:20 (twenty for one) |
| 6/06/22 | Amazon.com | | | stock split 1:20 (twenty for one) |
| 10/05/21 | Intuitive Surgical | | | stock split 1:3 (three for one) |
| 8/02/21 | General Electric | | | reverse stock split 8:1 (eight become one) |
| 7/20/21 | NVidia | | | stock split 1:4 (four for one) |
| 6/29/21 | CSX | | | stock split 1:3 (three for one) |
| 6/28/21 | CoStar | | | stock split 1:10 (ten for one) |
| 4/03/20 | Raytheon Tech | | | spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger |
| 5/23/19 | Fastenal | | | stock split 1:2 (two for one) |
| 3/20/18 | Fiserv | | | stock split 1:2 (two for one) |
| 3/02/18 | Priceline | | | changed name to Booking Holdings |
| 1/02/18 | HealthSouth | | | renames herself Encompass Health Corporation and gets new IDs and ticker |
| 6/15/17 | Xerox | | | reverse stock split 4:1 (one for four) |
| 2/21/17 | Comcast | | | split 1:2 (two for one) |
| 11/10/16 | Monster Beverage | | | stock split 1:3 (three for one) |
| 1/25/16 | HealthSouth | | | recording started |
| 1/01/16 | Sunrun | | | recording started |
| 12/24/15 | Nike | | | stock split 1:2 (two for one) |
| 11/02/15 | Hewlett-Packard | | | forward stock split 1000:2202 (two thousand two hundred and two for one thousand) |
| | Hewlett-Packard | | | spin-off of HP Enterprise |
| 10/02/15 | Google A | | | changes name to Alphabet |
| 7/20/15 | eBay | | | spin-off of PayPal ratio 2790 : 3839 |
| | PayPal | | | recording started |
| 7/14/15 | Netflix | | | forward stock split 1:7 (seven for one) |
| 6/30/15 | Priceline | | | joins the S&P 100 |
| | Baxter | | | drops out of S&P 100 |
| 6/12/15 | Ross Stores | | | forward stock split 1:2 (two for one) |
| 4/09/15 | Starbucks | | | forward stock split 1:2 (two for one) |
| 3/19/15 | Visa | | | forward stock split 1:4 (four for one) |
| 5/01/13 | T-Mobile US | | | reverse split 2:1 (one for two) and special dividend 4,06 |
|
|